Set up your Free Account to begin providing DocuBank for your clients & get

2 Free Client Memberships!

FIRM SETUP FORM

WealthCounsel Makes it Easy to Protect Your Clients!

Advance Directives On Demand

The DocuBank Card sends your clients' advance directives & vital medical information to doctors & hospitals. This reduces stress, clears up confusion, and helps clients receive the best care possible.

Protect Clients' Health Care Wishes

Advance directives & medical info available instantly 24/7 online or by fax

Includes advance directives, medication list, emergency contacts, medical history, conditions, allergies, & more!

Card can be used by client, loved ones, or hospital staff

WealthCounsel makes it easy and affordable to protect your clients with DocuBank. You'll receive 2 free client memberships when you set up your firm's free account!

WealthCounsel Discount: Save 67% off the retail DocuBank price. A 1-year client membership is just $18 per person.

Software Integration: You can print the client enrollment form from Wealth Docx! Register your clients in minutes!

Free Account Setup: Set up your firm's account and get 2 free client memberships & enjoy personal, hands-on training.

Benefits for WealthCounsel Members

Marketing Benefits For Your Firm

Your estate planning colleagues have been taking advantage of DocuBank's marketing benefits for 30 years to build stronger relationships with their clients.

• Your firm's branding printed on clients' cards.
• Clients see your logo when they log in online.
• Letters & emails sent reinforce your relationship with clients.

• Brochures and client video
• Website content to help attract new clients
• Newsletter, blog, and social media content.

• Referral program introduces you to clients' loved ones.
• Physician alert program connects you with doctors
• Get notified when a client's card is used!

Build Relationships

Free Marketing Materials

Grow Your Network

Watch the video to learn more about how DocuBank protects your clients.

See DocuBank In Action

WealthCounsel Members Love DocuBank

"Not only is it a great service for the clients, but it helps in our marketing as well. Several times a year, your clients get reminded who you are and that you set up this service for them. Invaluable."

Michael Smith

Smith Barid, LLC

"Multiple clients ended up having to access their medical directives through DocuBank when they've been in the middle of an emergency, and they've come back to us and thanked us."

Catherine Hammond

Hammond Law Group

Louis Pavone

Pavone Law Group, P.C

"I can't count how many times our offices get calls from clients reporting the ease of use and convenience DocuBank provides in the midst of stressful medical emergencies."